Taiwan Semiconductor Manufacturing (NYSE:TSM) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) from a hold rating to a buy rating in a research report released on Saturday.

Several other brokerages have also recently issued reports on TSM. TD Cowen upped their price objective on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research note on Friday. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Needham & Company LLC upped their target price on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. Finally, Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an “outperform” rating on the stock. Eight analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $381.67.

Taiwan Semiconductor Manufacturing Trading Up 0.2%

NYSE:TSM opened at $342.37 on Friday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. Taiwan Semiconductor Manufacturing has a one year low of $134.25 and a one year high of $351.33. The business’s 50-day simple moving average is $300.62 and its 200 day simple moving average is $274.95. The stock has a market cap of $1.77 trillion, a price-to-earnings ratio of 32.15, a price-to-earnings-growth ratio of 0.71 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The company had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. As a group, sell-side analysts predict that Taiwan Semiconductor Manufacturing will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 23.57%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Bouchey Financial Group Ltd increased its stake in shares of Taiwan Semiconductor Manufacturing by 16.0% in the fourth quarter. Bouchey Financial Group Ltd now owns 1,035 shares of the semiconductor company’s stock valued at $315,000 after buying an additional 143 shares in the last quarter. Perigon Wealth Management LLC increased its position in Taiwan Semiconductor Manufacturing by 29.6% in the 4th quarter. Perigon Wealth Management LLC now owns 10,982 shares of the semiconductor company’s stock valued at $3,337,000 after acquiring an additional 2,508 shares in the last quarter. Tower Wealth Partners Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 3.6% during the fourth quarter. Tower Wealth Partners Inc. now owns 1,974 shares of the semiconductor company’s stock worth $600,000 after purchasing an additional 69 shares in the last quarter. Financial Planning Navigators CORP bought a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $299,000. Finally, Formidable Asset Management LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 93.9% in the fourth quarter. Formidable Asset Management LLC now owns 7,069 shares of the semiconductor company’s stock valued at $1,974,000 after purchasing an additional 3,424 shares in the last quarter. 16.51% of the stock is owned by institutional investors.

More Taiwan Semiconductor Manufacturing News

Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

• Positive Sentiment: Q4 earnings and guidance reinforce AI demand: Multiple outlets report TSMC’s robust Q4 results and management comments that AI accelerator demand is real, supporting a multi‑year capex ramp. This is cited as the main driver of renewed buying interest. The World’s Most Important Chipmaker Just Confirmed
• Positive Sentiment: Analysts lift targets and reaffirm buys: Several analyst notes and summaries highlight raised price targets (TD Cowen and others) and continued “buy”/”hold” interest with higher models based on sustained AI demand. These upgrades support near-term upside. Price Target Raised to $370
• Positive Sentiment: Large investor wagers: High‑profile buying—Cathie Wood disclosed a ~$1.9M bet on TSMC after the strong quarter—signals conviction from active allocators and can amplify momentum. Cathie Wood Makes a $1.9M Bet
• Positive Sentiment: Industry commentary & investor pieces pushing TSMC as a core AI holding: Multiple opinion pieces recommend TSMC as a top AI or long‑term buy, reinforcing retail and advisor demand for the stock. 2 Stocks to Buy in 2026 and Hold Forever
• Positive Sentiment: Deep‑tech thesis: Analysis pieces highlight TSMC’s technological edge (N2 node / “Joule advantage”) and fabrication market share, arguing the company is uniquely positioned to capture AI accelerator demand and profitability. The Joule Advantage Through The N2 Super-Cycle
• Neutral Sentiment: Geopolitics and supply‑chain shifts: Coverage of the U.S.–Taiwan supply‑chain deal and plans to bring more fabrication to the U.S. frames both opportunity (new fabs, customer diversification) and costs/complexity (capex, longer timelines). Market reaction is mixed but important for longer‑term capital allocation. What the U.S.-Taiwan deal means
• Neutral Sentiment: Fund manager caution: Wedgewood Partners’ letter noted moderated enthusiasm and expectations for more volatility, a reminder that some large investors are trimming conviction despite TSMC’s strength. That could temper rallies over time. Wedgewood investor letter (InsiderMonkey link)
• Positive Sentiment: Media and pundit endorsements: Jim Cramer and other commentators framed TSMC as a core AI enabler, which often drives short‑term retail flow and reinforces the narrative of durable AI tailwinds. Jim Cramer Says “Taiwan Semi Made Mincemeat…”

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.